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VSCAX vs VSOIX
VSCAX vs VSOIX Comparison
Open Charts VSCAX vs VSOIX
Invesco Small Cap Value A
Price$19.58
Change-$1.04 (-5.04%)
VolumeN/A
Net Assets5.8B
Victory Sycamore Small Company Opp I
Price$39.26
Change-$1.82 (-4.43%)
VolumeN/A
Net Assets5.42B
VSCAX vs VSOIX Comparison Chart
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VSCAX vs. VSOIX commentary
Apr 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is VSCAX is a Hold and VSOIX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 5.8B vs. VSOIX (5.42B). VSOIX pays higher dividends than VSCAX: VSOIX (0.86) vs VSCAX (0.37). VSCAX was incepted earlier than VSOIX: VSCAX (26 years) vs VSOIX (18 years). VSCAX (1.12) is less costly to investors than VSOIX (0.89). VSCAX is a more actively managed with annual turnover of: 40.00 vs. VSOIX (37.00). VSCAX has a lower initial minimum investment than VSOIX: VSCAX (1000) vs VSOIX (2000000). VSCAX annual gain was more profitable for investors over the last year : -8.01 vs. VSOIX (-13.85). VSCAX return over 5 years is better than : 131.69 vs. VSOIX (21.14).
| VSCAX | VSOIX | VSCAX / VSOIX | |
| Total Expense Ratio | 1.12 | 0.89 | 126% |
| Annual Report Gross Expense Ratio | 1.12 | 0.89 | 126% |
| Fund Existence | 26 years | 18 years | - |
| Gain YTD | -12.293 | -12.911 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.8B | 5.42B | 107% |
| Annual Yield % from dividends | 0.37 | 0.86 | 42% |
| Returns for 1 year | -8.01 | -13.85 | 58% |
| Returns for 3 years | 9.71 | -12.69 | -77% |
| Returns for 5 years | 131.69 | 21.14 | 623% |
| Returns for 10 years | 1.28 | 7.24 | 18% |
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